iShares S&P MidCap 400 Value Index shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 14k | 129.72 |
| 2025-06-30 | $1.9M | 16k | 123.58 |
| 2025-03-31 | $2.1M | 18k | 119.73 |
| 2024-12-31 | $2.3M | 18k | 124.96 |
| 2024-09-30 | $2.3M | 18k | 123.62 |
| 2024-06-30 | $2.1M | 18k | 113.46 |
| 2024-03-31 | $2.0M | 17k | 118.29 |
| 2023-12-31 | $1.8M | 15k | 114.04 |
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